Qiagen N.v. · NYSE:QGEN
Qiagen — Commerzbank and ODDO BHF German Investment Seminar 2025
16 slides from Qiagen's conference presentation, Jan 14, 2025
Slide 1: Executing on Commitment to Solid Profitable Growth
EXECUTING ON COMMITMENT TO SOLID PROFITABLE GROWTH Commerzbank and ODDO BHF German Investment Seminar QGEN Roland Sackers LISTED Chief Financial Officer NYSE
Slide 2: Forward Looking and Intended Use Statements
FORWARD LOOKING AND INTENDED USE STATEMENTS Safe Harbor Statement: Certain statements contained in this presentation may be considered forward-looking statements within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1
Slide 3: Presentation Titel
00000 QIAGEN Advancing Science «i: ™ "Ss Healthcare
Slide 4: QIAGEN More Focused and Stronger Than Ever
QIAGEN MORE FOCUSED AND STRONGER THAN EVER Growth and value ~4-6% CAGR ~$13-14 bn ~$11 bn addressable LIFE MOLECULAR addressable market QIAGEN market (2028) SCIENCES DIAGNOSTICS customers (2024) ~50% ~50% QIAGEN Sample technologies Balanced global presence product 2023 net sales (%) groups 52 32 16
Slide 5: Leading from the First Step in Lab Workflows
LEADING FROM THE FIRST STEP IN LAB WORKFLOWS Samples Sample preparation Detection Insights PCR QIAcuity dPCR #2 Any Genomics / NGS Sample #1 biological technologies QIAGEN Digital Insights #1 sample Diagnostic solutions QuantiFERON #1 QIAstat-Dx #3 LIFE SCIENCES CUSTOMERS MOLECULAR DIAGNOSTICS CUSTO
Slide 6: Making Improvements in Life Possible
MAKING IMPROVEMENTS IN LIFE POSSIBLE Top positions in molecular research and testing Trusted brand for quality and expertise: Reflected in over 60,000 annual citations >85% highly recurring revenues 2028: Committed to solid profitable growth (7 – 31 – 2 – 1) January 14, 2025 Commerzbank and ODDO BHF
Slide 7: Strategy: Committed to Solid Profitable Growth
STRATEGY: COMMITTED TO SOLID PROFITABLE GROWTH OUR 2028 TARGETS Sharpen focus on growth pillars to At least $2 bn sustain profitable growth net sales CER from pillars in 2028 ~7% At least 250 bps Net sales CER CAGR Drive efficiency and digitization to fuel (2024-28) growth investments and profitabil
Slide 8: Delivering Solid Growth Since 2019
DELIVERING SOLID GROWTH SINCE 2019 Strong non-COVID growth Improved profitability Healthy cash generation Total net sales Adjusted diluted EPS Operating cash flow +7% +10% +9% CAGR(1) CAGR CAGR ~$2.0 bn $2.07 ~$460 mn ~$1.5 bn ~$330 mn $1.43 2019 2023 2019 2023 2019 2023 (1) Non-COVID sales CAGR 201
Slide 9: 2024 – Executing in a Challenging Environment
2024 – EXECUTING IN A CHALLENGING ENVIRONMENT ≥$1.985 bn net sales CER outlook QIAcuity digital PCR Sales targets (CER) >$90 mn ≥$2.19 adj. EPS CER Launch of QIAcuityDx digital PCR for clinical use >100 new digital PCR assays for researchers Sales targets (CER) QIAstat-Dx >$100 mn Sample technologie
Slide 10: Growth Pillars to Contribute ≥$2 bn Sales CER in 2028
GROWTH PILLARS TO CONTRIBUTE ≥$2 BN SALES CER IN 2028 QIAcuity QIAstat-Dx QDI Sample tech QuantiFERON 2028 ≥$250 mn ≥$200 mn ≥$200 mn ≥$750 mn ≥$600 mn target(1) >3x increase in sales Add new panels in +40% SaaS sales Launch three new Convert remaining 60% specialists EU (3) and U.S. (4) specialists
Slide 11: Automation: On the Offense Expanding Portfolio
AUTOMATION: ON THE OFFENSE EXPANDING PORTFOLIO Sample technologies QIAstat-Dx Low-throughput Mid-throughput High-throughput QIAmini QIAsymphony QIAsprint QIAstat-Dx Connect Connect Rise U.S. NEW Launch 2026 Launch 2025 Launch 2026 Launch 2025 Addition to QIAcube / EZ Flagship system upgrade, Leverag
Slide 12: Menu: Investing in Broad Range of New Applications
MENU: INVESTING IN BROAD RANGE OF NEW APPLICATIONS Accelerate investments for growth Build on proven leadership QIAcuity family NEW QIAcuity QIAcuity Dx QIAstat-Dx QuantiFERON Enabling MRD and Focus Expanding assay portfolio in Broadening syndromic Focus Expanding TB market to area CGT and pathogen
Slide 13: Organization: Adapting to Evolving Customer Needs
ORGANIZATION: ADAPTING TO EVOLVING CUSTOMER NEEDS Organizational design Creating relevant and 2 new EC functions: Thierry Bernard Roland Sackers NEW Chief Executive Officer Chief Financial Officer sustainable ecosystems Replace 3 Business Areas Two new functions Portfolio streamlining Fernando Beils
Slide 14: Capital Allocation: Proven Value-Creating Approach
CAPITAL ALLOCATION: PROVEN VALUE-CREATING APPROACH $300 mn synthetic Organic Profitable targeted investments share repurchase NEW investments into pillars and digitization to fuel profitable business expansion Implementing a new repurchase in January 2025 Builds on return of $300 mn in Focused Value
Slide 15: 2025: Delivering Sustainable Growth
2025: DELIVERING SUSTAINABLE GROWTH OUR 2028 Accelerate sales growth with focus TARGETS Menu expansion and installed base growth of key platforms ~7% Net sales CER CAGR Leverage continuum of research to clinical testing (2024-28) Convert research market success into clinical solutions ≥31% Expand di
Slide 16: Executing on Commitment to Solid Profitable Growth
EXECUTING ON COMMITMENT TO SOLID PROFITABLE GROWTH Commerzbank and ODDO BHF German Investment Seminar
Qiagen — Commerzbank and ODDO BHF German Investment Seminar 2025 on 6ix